The first and still the very best text on elder law, Tax, Estate & Financial Planning for the Elderly covers every aspect of elder law practice. Topics covered include:

• Health (Medicare, Medicaid, advance health care directives, long-term care, nursing homes)• Financial (income, estate and gift taxes, pensions, financial planning, estate planning, property management)• Government Benefits (Social Security, SSI, veterans' benefits)• Personal (housing, elder abuse, guardianship)• Practical Advice for the Attorney (client relationships, ethical considerations)Rely on expert legal analysis to explain all the significant issues and resolve the intricate problems that arise in this evolving area of practice. Professional guidance from top experts Rebecca C. Morgan, past President of the National Academy of Elder Law Attorneys, and David M. English, a leading estate planning authority, helps you anticipate your clients' requirements and plan for their future. Every chapter begins with common client questions, followed by comprehensive legal analysis, including detailed planning notes, examples, and practical advice. This volume analyzes all relevant case law and legislation and explains the numerous and often complex administrative steps required to achieve the client's goals. The volume is national in scope, and includes state-specific discussions of significant deviations from the federal rules.

Convenient cross-references to Tax, Estate & Financial Planning for the Elderly: Forms & Practice, the companion forms set, lead to sample forms and checklists for every practice need.

David M. English

David M. English is the William Franklin Fratcher Missouri Endowed Professor of Law at the University of Missouri-Columbia. Professor English, an expert in the fields of both estate planning and elder law, is a member of the Executive Committee of the ABA Section of Real Property, Probate & Trust Law, an Academic Fellow of the American College of Trust and Estate Counsel, and an elected member of the American Law Institute. He is a co-author of the LexisNexis companion volumes, Tax, Estate & Financial Planning for the Elderly and Tax, Estate & Financial Planning for the Elderly: Forms & Practice.

Professor English has written on a wide range of issues within his areas of expertise, including numerous articles on trust law, guardianship, health-care decision making and long-term care. He served as the Reporter for the Uniform Trust Code and Uniform Health-Care Decision Act, and is currently the Reporter for the Uniform Guardianship Jurisdiction Act and Executive Director of the Joint Editorial Board for Uniform Trusts & Estates Acts. He received his B.A. from Duke University and his J.D. from Northwestern University.

John J. Regan

Rebecca C. Morgan

Professor Morgan is the Boston Asset Management Faculty Chair in Elder Law and Director of the Center for Excellence in Elder Law at Stetson University College of Law, and is the Director of Stetson's LL.M. in Elder Law. Professor Morgan teaches a variety of elder law and skills courses, and oversees the Elder Law concentration program for JD students. She is a co-author of Tax, Estate & Financial Planning for the Elderly and its companion forms set, Tax, Estate & Financial Planning for the Elderly: Forms & Practice (LexisNexis), and a co-author of Planning for the Elderly in Florida (LexisNexis).

She is a Past President of the National Academy of Elder Law Attorneys and Past President of the Board of Directors of the National Senior Citizens Law Center. Professor Morgan is a member of the academic advisory board for the Borchard Foundation Center for Law and Aging, an academic fellow of the American College of Trusts & Estates Counsel, a member of the American Law Institute, and a past chair of the American Association of Law Schools Section on Aging and the Law and of the Florida Bar Elder Law Section. She served as a special advisor to the ABA Commission on Law and Aging, was the reporter for the Uniform Guardianship and Protective Proceedings Act, and was on the Faculty of the National Judicial College. She served on the Florida Attorney General's Task Force on Elder Abuse and the Legislative Guardianship Study Commission.

Professor Morgan was the recipient of the 2003 Faculty Award on Professionalism from the Florida Supreme Court Commission on Professionalism. She received the NAELA Unaward in November 2004 for her accomplishments in the field of elder law. Professor Morgan, along with Professor Roberta Flowers, received the 2005 Project Award on Professionalism from the Florida Supreme Court Commission on Professionalism for their video series on ethics in an elder law practice. She is the 2009 recipient of the Treat award for Excellence from the National College of Probate Judges. She has authored a number of articles on a variety of elder law issues and has spoken a number of times on various subjects of elder law.

Chapter 8 Supplemental Security Income Program
8.01 Summary of This Chapter
8.02 A General Description of the Program
8.03 General Eligibility Requirements
8.04 Categorical Requirements
8.05 Residency and Citizenship Requirements
8.06 Ineligible Persons
8.07 Income Limits: In General
8.08 Income Limits: Earned Income
8.09 Income Limits: Unearned Income
8.10 Income Limits: In-Kind Support and Maintenance
8.11 Income Limits: Deemed Income
8.12 Resource Limits: In General
8.13 Resource Limits: Resources Defined
8.14 Resource Limits: Excluded Resources
8.15 Resource Limits: Disposal and Transfer of Resources
8.16 Amount of Benefits
8.17 The Application Process
8.18 The Payment Process
8.19 The Appeals Process
8.20 Representation and Attorney's Fees

Chapter 9 Medicare and Private Health Insurance
9.01 Summary of This Chapter
9.02 What Is Medicare?
9.03 Part A Hospital Insurance Benefits Eligibility: In General
9.04 Part A Eligibility: Persons Age 65
9.05 Part A Eligibility: Disability Beneficiaries
9.06 Part A Eligibility: End-Stage Renal Disease
9.07 Part A Eligibility: Federal Employees
9.08 Part A Eligibility: Voluntary Purchase of Coverage
9.09 Part A Benefits and Financing
9.10 Part A Benefits: Inpatient Hospital Services
9.11 Part A Benefits: Skilled Nursing Facility Services
9.12 Part A Benefits: Post-Institutional Home Health Services
9.13 Part A Benefits: Hospice Services
9.14 Part B: Eligibility, Enrollment, and Payments
9.15 Part B: Covered Benefits
9.16 Part C--Medicare+Choice
9.17 Preventative Care Benefits
9.18 Prescription Drug Coverage
9.19 Items and Services Excluded From Coverage
9.20 Claims and Payment Procedures
9.21 Claim Determinations and Appeals
9.22 Employer Health Insurance
9.23 Medigap Insurance
9.24 Program of All-Inclusive Care for the Elderly (PACE)

Chapter 10 Medicaid and Its Alternatives
10.01 Summary of This Chapter
10.02 What Is Medicaid?
10.03 Eligibility Requirements: In General
10.04 Citizenship and Residence Requirements
10.05 Covered Groups: All States
10.06 Covered Groups: State Option
10.07 Determining Financial Need: General Criteria
10.08 Paying for Benefits
10.09 Financial Responsibility of Other Parties for Medicaid Recipients Living in the Community
10.10 Financial Responsibility of Institutionalized Recipients for Their Own Care
10.11 Financial Responsibility of Spouses When One Is Institutionalized
10.12 Transfer of Assets
10.13 Trusts
10.14 Planning for Institutionalization
10.15 Benefits
10.16 Applying for Benefits
10.17 Appeals Process
10.18 Health Care for the Needy: Alternatives to Medicaid
10.19 Long-Term Care Insurance
10.20 Family and Medical Leave Act
10.21 Program of All-Inclusive Care for the Elderly (PACE)

Chapter 13 Planning for Incapacity: Property Management
13.01 Summary of This Chapter
13.02 Property Management During Incapacity
13.03 Durable Power of Attorney
13.04 Revocable Living Trust
13.05 Joint Ownership
13.06 New York Statutory Short Form "Springing" Power of Attorney: Form 1